Tarsadia Investments is a multi-strategy investment firm based in Newport Beach, California, with additional offices in New York. The firm seeks to invest in healthcare, financial services, real estate, life science, clean technology, and other sectors globally. Unlike many other VC firms, Tarsadia doesn’t raise external funds. All capital comes from within the firm, driven by the success of the company’s founder, partners, and employees.
Jay Santoro, Vice President, Tarsadia
Total Investments: 45
AUM: $2B+
Tarsadia is on a mission to support category-defining companies from idea generation to public ownership. Since becoming a PitchBook customer in 2018, Tarsadia has made high-conviction investments in companies worldwide. Our robust private capital market data has been instrumental in helping their growing team identify targets that ultimately led to successful deals.
Tarsadia’s unique investment approach requires an agile and innovative platform to support its investing thesis. Its philosophy couples in-depth thematic research with decades of operational experience, enabling it to invest across various markets and stages. PitchBook remains Tarsadia’s go-to platform due to its accurate private company database and screening functionalities, among other tools.
“We’ve evaluated multiple competitor platforms with any level of real traction in the marketplace. After seeing what else was out there, we stayed with PitchBook because they are the top player in the market. I don’t think we did a ton of diligence to ensure that initially, but we’ve done a ton of diligence now, and we can confirm that PitchBook is indeed the best.” —Jay Santoro, Vice President
Challenge: Scaling diligence and outreach workflows across the firm
Tarsadia has a successful history of investing due to its extensive network of relationships. However, as the firm scaled, it needed an established and reliable data framework that could enable its junior members to efficiently identify and evaluate companies that fit their criteria. This is where PitchBook comes in.
PitchBook’s market intelligence has allowed team members across positions and expertise to quickly screen millions of companies and find the ones that are most likely to succeed while providing insights into financial growth trends. Our screening functionalities are an invaluable resource for Tarsadia, which uses PitchBook to quickly approach the universe of addressable companies within its focus areas and zero in on quality leads.
“There are millions of companies in PitchBook. We need to quickly find the handful of important ones. PitchBook’s screeners’ tool helps us narrow down the search to find those few opportunities with the highest potential for success.” —Jay Santoro, Vice President
The walkthrough above illustrates how to quickly access a firm’s investment history and portfolio companies by clicking on the “Investments” tab on their company profile page. Tarsadia Investments used this workflow to successfully find an investment.
This is an example workflow for demonstration purposes only. The data and information are for reference and do not constitute investment advice.
Solution: Data-driven research and insights streamline deal pipelines
“To the extent I’m sourcing, PitchBook is open daily. Ultimately, I need to use the platform to understand mission-critical information for the companies I am prospecting.” —Jay Santoro, Vice President
Beyond deal generation, VC and PE firms must spend adequate time with portfolio companies running due diligence on potential targets. PitchBook provides a holistic understanding of the investment landscape for Tarsadia, including how much money a company has raised, its latest valuation, and who the founder is.
PitchBook’s plugins allow for better financial models built on the depth of PitchBook’s global public and private market data.
“The speed is essential, and the Excel Plugin has enabled me to use PitchBook faster.” —Jay Santoro, Vice President
Screening tools enable the team to filter millions of data points in seconds to find what it is looking for.
"Screeners are a quick and efficient way to filter relevant data, given the large number of funds and companies in the market." —Jay Santoro, Vice President
Profile Overview Pages quickly surface information about investors, advisors, limited partners, funds, and professional individuals.
“PitchBook's company profile pages provide a holistic overview of key targets—essential for obtaining financial and non-financial data.” —Jay Santoro, Vice President
Additionally, PitchBook is the only private data platform Tarsadia has seen that can effectively provide information on the universe of women founders with our US VC female founders dashboard—an essential tool for its investing workflow.
Result: Identifying successful opportunities ahead of the competition
PitchBook provides Tarsadia with the market intelligence it needs to make informed investment decisions so it can streamline its workflow and focus on what matters—finding the next big win.
Last year, Santoro identified a new prospect by looking at a list of portfolio companies in one of their incumbent investors.
“I saw that this company was in their portfolio of investments. PitchBook had the contact information of the CEO and co-founder, who is now a close friend. I initiated a cold outreach using all the information I found within PitchBook, and ultimately, that effort led to a deal.” —Jay Santoro, Vice President
Streamline investment workflows with deeper market insights
For six years, PitchBook’s innovative platform has empowered Tarsadia’s flexible, long-duration investment approach. Our unmatched data analytics and market intelligence continue to help it passionately support its companies with deep industry knowledge and stay ahead of the curve in rapidly changing industries.
